Assets Under Management
$184.1M
Number of Clients
18
Number of Advisors
2
Average Client AUM
$10.2M
AUM per Advisor
$92.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Angelus Investment Consulting offers portfolio management services tailored to client goals and risk tolerance. They also provide pension consulting and subadvisory services. Financial planning covers investment, insurance, tax, retirement, college, and debt/credit planning. They invest in mutual funds, fixed income, equities, ETFs, and more.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are generally negotiable.
999 Ponce De Leon Blvd., St. 830, Coral Gables, FL, 33134